Director, Client Data Management

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

As the Director, Client Data Management, you will lead a high-performing team responsible for aligning and maintaining client data across Capital Markets applications. The role oversees sales coverage, client hierarchy management, corporate actions, and ongoing data maintenance to support client lifecycle management and regulatory compliance. Reporting to the Executive Director, you will drive a client-focused approach, partner across Front Office, Operations, Technology, Legal and Compliance, and lead initiatives that improve data quality, controls, and operational efficiency so Capital Markets data is accurate, complete, and fit for downstream reporting.

At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.

How you’ll succeed

• Team Leadership & Management - Lead and manage the team responsible for sales coverage, revenue mapping, client hierarchy management, corporate actions, and client data maintenance. Set clear objectives, priorities, and service standards aligned to Client Data Management and broader business goals. Build capability through coaching, training, and development; foster a positive, high-performance culture aligned to CIBC values. Manage performance through timely, fair feedback and accountability for results. Lead change by improving processes, procedures, controls and finding efficiencies to strengthen the Client Services and Data Management function.

• Client Data Management - Develop and execute a client data management strategy covering exception management, Capital Markets hierarchy, sales coverage, and corporate actions. Ensure client data is accurate, complete, and reusable for downstream business and regulatory reporting. Define and maintain rule books/standards for client data, account attributes, and regulatory data; ensure alignment across onboarding, regulatory, trading and settlement applications. Partner with Technology and business stakeholders to translate requirements into solutions and deliver project implementations that improve data quality and controls. Support Sales & Trading operations by addressing daily inquiries, maintaining data integrity across key systems, and ensuring accurate client and trade updates through the lifecycle.

• Client Data Governance - Ensure timely, accurate, and complete collection and maintenance of required client data elements. Manage ongoing data issues, including escalations, root-cause analysis, and resolution tracking. Lead ad hoc and project-related data alignment efforts to address data quality gaps. Operationalize regulatory requirements impacting client data (e.g., privacy/confidentiality, AML, FATCA, OTC, IIROC) as applicable. Partner with Technology to enhance data repositories, controls, and end-to-end data flows. Act as a data steward for the client data domain for data sets under the mandate.

• Relationship Management - Liaise with Lines of Business and senior leaders to gather/validate information, document and test controls, and monitor governance and control program activities. Partner with the Anti-Money Laundering office and Regulatory Compliance teams on governance, control, and remediation initiatives. Collaborate with partner groups (e.g., Internal Audit, Compliance, HR) to fulfill data and reporting requests and create cross-team efficiencies. Ensure remediation activities progress to meet CIBC and regulatory deadlines; escalate risks and issues as appropriate. Provide direction to Operations and Technology teams on the creation and maintenance of client data within trading and settlement applications.

Who you are

• You can demonstrate experience. In Capital Markets client onboarding, client data management, and/or process improvement in the Financial Services/Banking sector. You have people leadership experience with the ability to lead high performing, hybrid teams, set objectives, and motivate delivery. Advanced Excel and data analysis skills; comfortable working with large datasets and technology-enabled processes.

• You can demonstrate knowledge. Strong knowledge of Capital Markets products, regulatory regimes, and data governance practices. Experience with hierarchy management and corporate actions.

• You are a caring and accountable leader. You're passionate about developing and coaching to bring out the best in people. You have led diverse, high performing teams.

• You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.

• You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best.

• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.

• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

• Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

#LI-TA

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Toronto-141 Bay, 14th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Effectiveness, Business Processes, Capital Markets, Concept Development, Critical Thinking, Customer Experience (CX), Customer Service, Innovation, Leadership, Long Term Planning, Project Management, Strategic Objectives